Against The Herd: Lower Rates Rather Than Higher Rates In 2014 [View article]

19,

Ever rode bare back, equine or bovine? You must HANG ON or get bucked off and stomped. We don't make the rules, we must play by them and be careful WHO you vote for!!

Buy Ruger 99/44 rifles, Gold/Silver Eagles, Land (in some rate of production) and all the Insured Muni Bonds with ratings of A and above. The Socialist's surviving on confiscation through Taxation will despise you?

ZB does make a good point on natural gas Depletion, as a Non-Renewable Resource from Shale.

Going to a side note, leaving the Shale and back to Conventional Reservoirs: Looks like Domestic Producers are applying Horizontal Drilling Techniques to the Conventional Reservoirs (Non Shale) that actually have Porosity. These Horizontal Penetrations are into Reservoirs thought to be in advanced stages of Depletion. I expect renewed Drilling in Conventional Fields if the Mechanical Aspects of penetrating Depleted Porosity are found to be economically achievable. Waiting on results from Anadarko Horizontal Penetrations in the Cotton Valley and Travis Peak in NE Texas. These can easily be viewed as Reservoir Penetrations in various stages of Depletion. Now show me the Legs?

Tuscany International Drilling: The Most Undervalued Company In The Oil Services Sector? [View article]

VD,

YIKES!! The mention of a Planned Bankruptcy has me taking my loss.

"Tuscany has been engaged in discussions with its Senior Lenders regarding a restructuring of the loans outstanding under the Credit Agreement. Tuscany believes that a significant majority of its Senior Lenders support this restructuring, which would include a Chapter 11 or 15 filing in a U.S. court under the U.S. Bankruptcy Code and relief under the Companies' Creditors Arrangement Act ("CCAA") accompanied by the extension of new funds from certain of the Senior Lenders pursuant to a new debtor-in-possession credit facility (the "DIP Facility")."

Is Union Pacific The Best Public Rail Company To Own For 2014 And Beyond? [View article]

Mr. Sands,

A thorough article, enjoyed it!

Two items I seek your comments:1) Did the dip in KSU present a buying opportunity?2) Does the move by the Mexican Government Opening their Onshore/Offshore Frontiers to our Horizontal Drilling Technology provide any Rail Way Upside?

Commodities Today: Commodity Names We Are Buying On The Dip [View article]

The Mexican Government has opened their Frontiers, Offshore and Onshore to the Horizontal Drilling Technology. Capital Deployment is headed to these vast frontiers. Their are some big players already positioned to reap the profits from this Mexican Exploitation.

(a) Where the Money will be deployed and (b) Who is positioned to benefit?

Against The Herd: Lower Rates Rather Than Higher Rates In 2014 [View article]

Gunzo,

>Or if you are saying that the FED will print a lot of money and just buy the bonds driving the yields lower so that spring home buyers will buy homes....<FED continues supplying the addicts by manipulating the 10yr Bond. Somehow the FED believes the Housing Sector is the easiest to manipulate. The Refi Market is in decline as a counter measure of fact. The Unemployed can't buy a House yet but likely the next step in this new Socialism, just like Obamacare, but it will be Obamahouse.

>This means more taxation, more containment and checks of wealth being concentrated into a few hands.<Did the Transfer of Wealth Tax contain you on 2013 Tax Return, the 3.8% Medicare/Obamacare Tax? The Few Hands are Feeding the Many Hands!!

We need You to work and make Profit Gunzo, now give me your Lunch Box, I'm hungry.

No Drilling Plans for their Wolfcamp Program????? Non-Operated Interests???Acquisition Budget???Where is the Upside/Growth above Drillout of existing Assets???

Track this one on Employee/Consultant Overhead divided by BOE volume (not $s) per quarter, "What is paid to Produce?". No Growth in Production with Increasing Salary/Hourly Overhead is the Sell Signal when Production Growth is silent in the IPO.